Add quote records to your weekly review
Keep quote information from getting buried by giving it a small, predictable place in your routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get All Quotes
Tool to retrieve a paginated list of all quotes. use after setting pagination parameters.
Why this helps
Quotes can be easy to overlook when they sit outside the regular review of proposal work.
- Make quote review part of a repeatable routine.
- Keep quote records visible alongside proposal work.
- Reduce ad hoc searches for existing quotes.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the quote list and summarize it for your weekly review.
- 4Choose a weekly recurring schedule and select the report channel.
- 5Test with one real example and confirm the returned quote information is useful.
Questions about this workflow
Does this retrieve full details for each quote?
It retrieves a paginated list of quotes. Use the Get Quote action separately when full data for a specific quote is needed.
Can it review one quote by id?
This workflow uses the list action. Full details for a specific quote require selecting an id and using the separate quote detail action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Better proposals. A trigger fires from one place; an action lands in another.
Agent mail triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
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New Email Received
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Create Document Type
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Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Agent mail and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Better proposals.